Financial Planning Services
- Net Worth & Asset Allocation Analysis
- Education Planning and 529 Plans
- Retirement Planning and Cash Flow Analysis
- Employee Stock Option Analysis
- Planning for Tax, Estate & Charitable Giving Needs
- Corporate Retirement Plans
Investment Services
- Individual Stocks, Bonds, and Mutual Funds
- Davenport Asset Management – offering various professionally managed investment strategies
- Exchange Traded & Closed-End Funds
- Fixed and Variable Annuities
- Certificates of Deposit, Money Market & Cash Management Services
Insurance Solutions
Davenport’s team of dedicated insurance specialists is available to offer independent and objective advice for Life Insurance, Long-Term Care Insurance, and Disability Income Insurance. Areas of service include:
- In-Force Policy Reviews
- Provider Company Evaluations, New Policy Design, Selection & Placement
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.